Two-factor authentication configuration

Two-factor authentication (2FA) protects company-file information and uploads. Configuration can be postponed at first sign-in by selecting Later in the reminder. Public sources remain available without configuration. System administrator accounts require 2FA before entering the platform.

Select Set up 2FA in the reminder, in the Repository, or under an Advisor answer that needed company files, or Set up under Settings → Security & Privacy. Persate opens the authenticator setup screen. After configuration, sign-in requires a current code unless the browser is trusted. Sensitive actions, such as inviting a member, can require a fresh code: Persate asks for it in a dialog over the current page and then completes the action, so nothing needs to be entered again. AI apps connected before the setup are disconnected; connect them again to include company files.

Device pairing procedure

1. Open the authenticator application on a mobile device and select the option to add a new account (the + icon).
2. Scan the QR code displayed in the browser using the camera. If scanning is not possible, manually enter the configuration key visible below the code.
3. Enter the six-digit code generated by the application into the appropriate field in the Persate interface.
4. Select Verify and finish setup.

Important: Without access to the authenticator application, it is impossible to sign in independently. Contacting technical support will be necessary. Using applications that offer cloud backup (e.g., Authy or 1Password) is recommended.

Empty view and error states

• "Invalid code" — the entered code is incorrect or expired. The code changes every 30 seconds; ensure the current value is entered.
• "Clock desync" — an error resulting from a time difference between the server and the mobile device. Ensure automatic time synchronization is enabled in the mobile device settings.